Manager, Operations | New Accounts
Core
Lead and oversee a team of cross-site Supervisors managing account opening and maintenance activities, ensuring consistent service standards and operational execution across multiple locations.
Role type
Senior Operations Manager (Financial Services)
Builds
Account opening and maintenance processes for financial advisors and clients
Domain
Financial Services / Wealth Management
Required skills
Team leadership, operational oversight, performance management, process improvement, cross-functional collaboration, strategic planning
Preferred skills
Coaching and development, escalation management, data-driven decision making
Technologies
N/A
Responsibilities
Manage day-to-day service operations and performance of a diverse team of Supervisors; Monitor KPIs related to service levels, quality, accuracy, and timeliness; Coach and develop Supervisors to foster accountability and continuous improvement; Collaborate with peer leaders to drive operational strategies and process improvements.
Seniority
Manager, hands-on leadership